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We're trimming a stock near its 2026 highs and buying more of our newest name
We're scaling deeper into our newest Club holding.
14 words~1 min read
We're scaling deeper into our newest Club holding.
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This week is a good reminder of why the Investing Club likes to scale into new positions.

We're nibbling on shares and averaging down our cost basis.

The sale will also help us rebuild our cash position after a series of buys.

These moves are helping us reposition the portfolio with a more defensive tilt, while preserving our sizable cash position.

We're trimming this position to take advantage of the stock's 12% gain to start the new year.

We bought shares of this stock twice into the March sell-off. Now it's time for us to trim it.